Launching Validis Connect
Before attempting to upload your accounts using Validis Connect, please ensure the following:
- You have read THIS article
- The Validis Connect Prerequisites for user permissions are in place on your machine
- You are online and connected to the internet.
- You have a working Accounting Package and can access the data to upload within the Accounting Package.
- You know the User ID and Password to access your Sage 50 UK data.
You may need to ask your IT department for some of the above information.
To begin the upload process, you must be logged in to the Validis portal.
If you are uploading for multiple companies, click the Name Tile in the top-left to choose the Engagement you want to upload data for. In this example, "Clothing Retailers - (LTD) 2024" is the active engagement.
Once the appropriate engagement is chosen, select Upload.
You will be directed to the upload page containing a list of accounting packages. If enabled, select either Collateral or Full as the Upload Scope.
Choose the Accounting Package from the drop-down menu. You can type in the search bar to locate the Accounting Package quicker.
When the correct Accounting Package is selected click the Continue button.
Click Download on the Validis Connect pop-up window.
If you want, follow the below for browser-specific guides:
Click here if you are using Google Chrome
Click here if you are using Firefox
Click here if you are using Microsoft Edge
This will start the download of the Validis Connect application. Your browser will show the download progress. Depending on your desktop setup you may encounter some security warnings you need to acknowledge during the installation.
Click Install to continue. Please note the below URL may differ from yours based on your region.
Once the Validis Connect application installs it will connect to your Accounting Package. The app is relatively small and will be automatically removed from your desktop after completing the upload process.
Validis Connect for Sage 50 UK
Once installed, the application will automatically launch and attempt to locate your Sage 50 UK installation. If you have more than one version of Sage 50 UK installed on your machine you will be asked to choose which version of Sage 50 to upload from.
Select the Version of Sage 50 UK that holds your company data from the drop-down list and click Next.
Next, please select the Company you'd like to upload data for from the drop-down menu.
Enter the correct Username and Password for the company you have selected then click Next.
If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.
Select the correct Chart of Accounts to use from the drop-down list and click Next.
If the access details supplied are correct the data extraction process will begin and progress will be displayed on the screen. Depending on the size of your database and the number of entries it contains this process may take a few minutes.
Once all data has been extracted the data is then compressed, encrypted, and transmitted securely to the Validis central server.
You can continue with other tasks while the extraction takes place.
Do not close the Validis Connect window or interrupt the extraction process.
When the upload completes the success message is presented.
Click Close to exit. At this point, there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new upload.
Your uploaded data is now being queued for processing in the Validis central system. You can switch off your desktop and disconnect from the network at this point if you wish.
You can view the progress of your upload in the Validis Portal (to see the current status you may need to refresh your browser). The status will change from Processing to Completed.